Our Services

Smith, Frank & Partners is a multi-discipline financial services company where each department is strategically designed to complement one another. This allows us to provide a wide range of services and to analyze and implement the goals of our clients as a unified team.

Financial Planning

We believe financial planning is the starting point on the journey to independence. In creating a comprehensive plan, we work side by side with our clients and their advisors to suggest avenues to realize their objectives. The result is a range of planning possibilities that places our clients squarely in control of the process.

Investment Management

Our investment management approach incorporates your risk tolerance into the broader framework of specific goals and needs. Our objective is to help our clients successfully work through the maze of investment options and develop a portfolio that allows for flexibility as market conditions change.

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. Our team will analyze multiple areas of risk to ensure you have the proper coverage and/or asset protection structures in place.